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Separately managed accounts, or SMAs, are a way of investing directly in equities while maintaining the benefits of professional investment management. Like a managed fund, an SMA is a portfolio of equities (or other assets) that is managed by a professional investment manager. The key difference however is that an SMA is not a pooled trust in which an investor acquires units. Instead, with an SMA, the client has an absolute entitlement to, and beneficial ownership of, a portfolio of assets that are held in trust on their behalf. The assets held in a client’s portfolio are determined by the model portfolio(s) that they choose.

Model Portfolio details

Fund name Benchmark Inception date Fund profile
Dividend Builder SMA Model Portfolio S&P/ASX 200 Industrials Accumulation Index 22 November 2010
Core Opportunities SMA Model Portfolio S&P/ASX 200 Accumulation Index 22 November 2010
Listed Property SMA Model Portfolio S&P/ASC 200 A-REIT Accumulation Index 13 October 2014
Ex-20 Australian Equities SMA Model Portfolio S&P/ASX 200 Accumulation Index excluding the S&P/ASX 20 Leaders Accumulation Index 15 June 2015

Benefits of the Antares Direct SMA includes:

  • provides wholesale investment management fees to retail investors
  • online access to account information and reporting
  • ability to provide Portfolio data directly into most financial planning software
  • portfolios designed to meet a range of investment needs.

As Antares is an institutional investment manager with significant funds under management, it is able to use institutional brokers for the execution of trades which provides some benefits, including:

  • wholesale brokerage rates which are generally lower than the rates paid by retail clients for self-directed investing
  • access to institutional placements that are generally unavailable to retail clients.

The Antares Direct SMA offers four model portfolios:

  • Dividend Builder for an equity income solution
  • Core Opportunities for maximising capital growth
  • Listed Property for moderate long term capital growth and income
  • Ex- 20 Australian Equities for capital growth outside the largest 20 stocks by market capitalisation.

The Antares Direct SMA will accept investments directly from you even if you opt not to receive financial product advice from an adviser. This will not affect your ability to invest and stay invested in the SMA.